Know Your PMS · Monthly tearsheet
Growth and Value
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202631 months filedBM: NIFTY50(TRI)BM: BSE500TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
6.91%
Total return
18.83%
Max drawdown
-18.67%
Sharpe
0.49
Sortino
0.33
Calmar
0.37
Win months
67.74%
Best / worst month
8.2% / -9.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.93% | 3.19% | -9.09% | 7.88% | 0.93% | 0.81% | 2.34% | 2.38% | -5.82% | – | – | – | -1.37% |
2025 | -7.27% | -9.12% | 7.91% | 1.05% | 4.06% | 5.01% | -1.32% | -1.55% | 0.38% | 2.51% | 0.00% | -1.92% | -1.54% |
2024 | – | – | 0.88% | 8.17% | 4.54% | 4.19% | 2.23% | 2.23% | 2.08% | -8.27% | 1.72% | 3.43% | 22.37% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 18.67% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
2 mo
Ann. volatility
15.92%
Downside deviation
21.21%